Apple Tree Wealth Management - Bethlehem (PA)

Sharon Elaine UPDATE: Wednesday, March 3rd. I received a call that my taxes were done and ready to be picked up. The lady was very nice as were the two in the office when I picked them up. Yes it took longer this year than in the past but this isnt a typical year...they had their own clientele plus those from Allegheny Tax, the IRS pushing back the date that you could start filing, the stimulus money plus the IRS electronic filing wasnt up. Overall, I am pleased. UPDATE: Tuesday, February 23rd I called to ask what the status of my income tax was, and spoke with a very nice lady who said that she remembered seeing mine and asked when I dropped it off which I answered last Monday. She said that it will be another week, and said the delay was because the IRS electronic filing was late getting up and running. PRIOR: Val from Allegheny Tax has done my taxes since 2016, and this year would have been no different. I had an appointment to drop off my taxes on Monday, February 15th at 1:00. It is now a week later and I have not heard from them. My taxes are not that complicated. My experience with the lady was pleasant. She waited patiently while I logged into my bank account to answer her questions regarding the stimulus payments. I was told that Val sold Allegheny Tax to Mark at DiGiorgio Financial Group (they grew up together), and that Val retired. I was also told that the electronic filing was not up for the IRS, and that they (DiGiorgio) never did electronic filing in the past so that was all new to them, and that in the past DiGiorgio always completed the paperwork and mailed it or returned it to the customer to mail. I will follow-up with them in a day or two about the status of my taxes and will update the review than.

DAWN DREBUS Long time customer for over 25 years. Very happy with their great customer service, always quick and efficient! Frank and Janice are wonderful employees!!

Larry Never a problem, the girls are hard working, curtious, and very friendly. Look forward going there.

Brian McDonough Aa

Ed Merola Glad they put this here convenient needs more detail about atm and deposits but great place

Terence M Higgins Just like Cheers, everyone knows your name. Yes, it matters. Always friendly, helpful, in all manners of finance.

Melissa Davis I arrived at the office at 2:40 pm to be able to pay an occupancy application, and I needed the tax information, one of the ladies was very rude to me and did not want to assist me, she told another lady to help me. and she gave me the information in a hurry, they told me that the offices close on Fridays at 3pm, but on the entrance door and on the website it says that it closes at 4pm, I think they should better train people that provide customer service.